Hoey Investments, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Hoey Investments, Inc. reported 368 stock positions worth $504.8 million. Its top holding was Nvidia (NVDA) at 28.6% of the portfolio, followed by Amazon.com (AMZN, 22.1%) and Meta Platforms Class A (META, 14.1%). Compared with Q4 2024, it opened 41 new positions, sold out of 34, added to 37 and reduced 85. The biggest buy was Meta Platforms Class A (META, shares +4%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- COATESVILLE, PA
- CIK
- 0001799544
- Portfolio Value
- $504.8M (Q1 2025)
- SEC Filing
- 0001799544-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 368 stocks · $504.8M
| NVDA Nvidia Corp. | 28.64% | 1,333,869 | $144.6M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 22.07% | 585,589 | $111.4M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 14.12% | 123,674 | $71.3M | Add +3.5% |
| MSFT Microsoft Corp. | 8.40% | 112,960 | $42.4M | Reduce -16.0% |
| AAPL Apple Inc. | 3.82% | 86,709 | $19.3M | Reduce -8.8% |
| PLTR Palantir Technologies Inc. Class A | 2.34% | 140,010 | $11.8M | Reduce -20.8% |
| WFC Wells Fargo & Co. | 2.17% | 152,228 | $10.9M | Reduce -6.7% |
| AVGO Broadcom Inc. | 1.76% | 53,017 | $8.9M | Add +21.0% |
| JPM JPMorgan Chase & Co. | 1.61% | 33,178 | $8.1M | Reduce -8.8% |
| GE General Electric filed as GE AEROSPACE | 1.16% | 29,253 | $5.9M | Reduce -22.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.15% | 139,294 | $5.8M | Reduce -12.9% |
| WMT Walmart Inc. | 1.05% | 60,570 | $5.3M | Add +14.7% |
| UBER Uber Technologies Inc. | 1.00% | 69,045 | $5.0M | Add +4.2% |
| GS Goldman Sachs Group Inc. | 0.76% | 7,054 | $3.9M | Reduce -22.1% |
| MS Morgan Stanley | 0.63% | 27,251 | $3.2M | Reduce -12.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 5,385 | $2.9M | Add +73.4% |
| NOW ServiceNow Inc. | 0.48% | 3,020 | $2.4M | Reduce -27.9% |
| LOW Lowe's Cos Inc. | 0.44% | 9,531 | $2.2M | Reduce -12.9% |
| AMGN Amgen Inc. | 0.43% | 7,047 | $2.2M | Add +31.7% |
| GEV GE Vernova Inc. | 0.41% | 6,810 | $2.1M | Reduce -17.0% |
| NVDL Granitesh 2X LNG Nvda ETF | 0.26% | 35,751 | $1.3M | Add +95.9% |
| CMC Commercial Metals Co. | 0.24% | 25,809 | $1.2M | Add +3.7% |
| EMR Emerson Electric Co. | 0.22% | 9,945 | $1.1M | Reduce -8.4% |
| KMI Kinder Morgan Inc. | 0.21% | 36,406 | $1.0M | Reduce -1.2% |
| RTX RTX Corp. | 0.20% | 7,450 | $987K | Add +18.6% |
| SCHV Schwab US Large-Cap Value | 0.17% | 33,167 | $882K | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.17% | 4,070 | $853K | Add +3.8% |
| LMT Lockheed Martin Corp. | 0.16% | 1,842 | $823K | Reduce -20.1% |
| MU Micron Technology Inc. | 0.16% | 9,311 | $809K | Add +22609.8% |
| PEP Pepsico Inc. | 0.14% | 4,771 | $715K | Reduce -11.3% |
| SLV iShares Silver Trust | 0.14% | 22,631 | $701K | Add +36.1% |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 3,376 | $655K | Add +0.5% |
| ARM Arm Holdings PLC-ADR | 0.12% | 5,865 | $626K | Add +802.3% |
| ADP Automatic Data Processing | 0.12% | 2,000 | $611K | No change |
| BA The Boeing Co. | 0.11% | 3,312 | $565K | Add +116.5% |
| TSLA Tesla Inc. | 0.11% | 2,151 | $557K | Add +131.0% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 21,863 | $547K | Reduce -0.3% |
| GSK GSK PLC-Spon ADR | 0.10% | 13,379 | $518K | No change |
| DD Dupont DE Nemours Inc. | 0.10% | 6,712 | $501K | Reduce -4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,926 | $479K | No change |
| ZTS Zoetis Inc. | 0.09% | 2,833 | $466K | Reduce -8.8% |
| HON Honeywell International Inc. | 0.09% | 2,200 | $466K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.09% | 917 | $456K | Reduce -5.5% |
| JNJ Johnson & Johnson | 0.09% | 2,746 | $455K | Add +13.8% |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | 0.09% | 15,181 | $455K | Reduce -45.4% |
| NOC Northrop Grumman Corp. | 0.09% | 884 | $453K | Reduce -20.6% |
| CMI Cummins Inc. | 0.09% | 1,403 | $440K | Reduce -1.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.09% | 1,500 | $432K | No change |
| ROK Rockwell Automation Inc. | 0.09% | 1,671 | $432K | Reduce -4.2% |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.08% | 25,418 | $405K | Reduce -12.3% |
| ALL Allstate Corp. | 0.08% | 1,926 | $399K | Reduce -9.6% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 3,000 | $381K | New |
| CAT Caterpillar Inc. | 0.07% | 1,143 | $377K | Reduce -47.9% |
| COST Costco Wholesale Corp. | 0.07% | 398 | $376K | Reduce -47.1% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.07% | 5,095 | $373K | Add +146.1% |
| LULU Lululemon Athletica Inc. | 0.07% | 1,310 | $371K | Reduce -2.5% |
| CVX Chevron Corp. | 0.07% | 2,177 | $364K | Reduce -5.8% |
| GM General Motors Co. | 0.07% | 7,223 | $340K | Reduce -15.1% |
| MCD McDonald's Corp. | 0.07% | 1,068 | $334K | No change |
| MA Mastercard Inc. Class A | 0.07% | 600 | $329K | No change |
| BKNG Booking Holdings Inc. | 0.06% | 70 | $322K | New |
| XOM Exxon Mobil Corp. | 0.06% | 2,574 | $306K | Reduce -8.0% |
| ALAB Astera Labs Inc. | 0.06% | 5,000 | $298K | Add +4.2% |
| BITO Proshares Bitcoin ETF-Usd | 0.06% | 16,124 | $295K | Add +22.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.05% | 1,658 | $275K | Reduce -5.7% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,032 | $264K | Reduce -22.0% |
| HD Home Depot Inc. | 0.05% | 708 | $259K | Add +16.3% |
| IVV iShares Core S&P 500 ETF | 0.05% | 460 | $258K | New |
| PFE Pfizer Inc. | 0.05% | 9,481 | $240K | Add +0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.05% | 5,095 | $238K | Add +10.9% |
| COFS Choiceone Financial SVCS Inc. | 0.05% | 8,235 | $237K | New |
| NFLX Netflix Inc. | 0.04% | 239 | $223K | Reduce -86.3% |
| VOO Vanguard S&P 500 ETF | 0.04% | 384 | $197K | Add +12700.0% |
| LNG Cheniere Energy Inc. | 0.04% | 850 | $197K | Reduce -15.0% |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,268 | $196K | Reduce -24.5% |
| BLK BlackRock Inc. | 0.04% | 204 | $193K | Reduce -3.8% |
| DOW Dow Inc. | 0.04% | 5,315 | $186K | Reduce -8.7% |
| QCOM Qualcomm Inc. | 0.04% | 1,202 | $185K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.03% | 955 | $165K | Add +91.0% |
| KKR KKR & Co. Inc. | 0.03% | 1,413 | $163K | No change |
| CPER United States Copper Index | 0.03% | 5,150 | $163K | No change |
| LRCX Lam Research Corp. | 0.03% | 2,230 | $162K | Reduce -46.0% |
| DHR Danaher Corp. | 0.03% | 762 | $156K | Reduce -7.2% |
| VZ Verizon Communications Inc. | 0.03% | 3,191 | $145K | Reduce -13.6% |
| SYK Stryker Corp. | 0.03% | 348 | $130K | No change |
| VXF Vanguard Extended Market ETF | 0.03% | 736 | $127K | New |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 1,569 | $123K | Add +156800.0% |
| PANW Palo Alto Networks Inc. | 0.02% | 704 | $120K | Reduce -36.0% |
| PFIS Peoples Financial Services | 0.02% | 2,471 | $110K | No change |
| CMCSA Comcast Corp. Class A | 0.02% | 2,942 | $109K | No change |
| CEG Constellation Energy | 0.02% | 534 | $108K | Add +142.7% |
| CSCO Cisco Systems Inc. | 0.02% | 1,719 | $106K | No change |
| DGRO iShares Core Dividend Growth | 0.02% | 1,653 | $102K | No change |
| MDT Medtronic PLC | 0.02% | 1,112 | $100K | No change |
| NEE Nextera Energy Inc. | 0.02% | 1,344 | $95K | Reduce -33.5% |
| GLD SPDR Gold Shares | 0.02% | 320 | $92K | No change |
| TGT Target Corp. | 0.02% | 849 | $89K | Reduce -16.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 250 | $88K | Add +85.2% |
| ITW Illinois Tool Works | 0.02% | 350 | $87K | No change |
| LLY Eli Lilly & Co. | 0.02% | 105 | $87K | No change |
Options reported separately and not counted above: NVDA calls ($4.7M), AMZN calls ($1.5M), PLTR calls ($549K), META calls ($461K), AVGO calls ($167K).
Lines left out (1) · $39 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| VCIT Vanguard Int-Term Corporate | INT-TERM CORP | 0 | $39 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $504.8M.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -1.3% | 28.64% | −2.24 |
| MSFT Microsoft Corp. | Reduce -16.0% | 8.40% | −1.25 |
| NOW ServiceNow Inc. | Reduce -27.9% | 0.48% | −0.28 |
| AAPL Apple Inc. | Reduce -8.8% | 3.82% | −0.24 |
| NFLX Netflix Inc. | Reduce -86.3% | 0.04% | −0.22 |
| MRVL Marvell Technology Inc. | Reduce -97.5% | 0.00% | −0.18 |
| HCA HCA Healthcare Inc. | Reduce -99.9% | 0.00% | −0.15 |
| GS Goldman Sachs Group Inc. | Reduce -22.1% | 0.76% | −0.12 |
| AMZU Dire DLY Amzn Bul 2X ETF-Usd | Reduce -45.4% | 0.09% | −0.11 |
| CAT Caterpillar Inc. | Reduce -47.9% | 0.07% | −0.06 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -12.3% | 0.08% | −0.05 |
| GEV GE Vernova Inc. | Reduce -17.0% | 0.41% | −0.05 |
| BAC Bank of America Corp. | Reduce -12.9% | 1.15% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -47.1% | 0.07% | −0.04 |
| MS Morgan Stanley | Reduce -12.0% | 0.63% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 22.07% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -20.1% | 0.16% | −0.03 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -12.9% | 0.44% | −0.02 |
| LRCX Lam Research Corp. | Reduce -46.0% | 0.03% | −0.02 |
| TQQQ Proshares Ultrapro QQQ | Reduce -60.0% | 0.01% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -24.5% | 0.04% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -2.5% | 0.07% | −0.01 |
| EMR Emerson Electric Co. | Reduce -8.4% | 0.22% | −0.01 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.01 |
| EA Electronic Arts Inc. | Reduce -99.1% | 0.00% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -36.0% | 0.02% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.01 |
| AMD Advanced Micro Devices | Reduce -36.4% | 0.02% | −0.01 |
| GM General Motors Co. | Reduce -15.1% | 0.07% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -40.3% | 0.02% | −0.01 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.01 |
| AEP American Electric Power | Reduce -62.0% | 0.01% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| GLW Corning Inc. | Reduce -44.4% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -38.8% | 0.02% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -88.0% | 0.00% | −0.01 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.01 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Reduce -24.3% | 0.01% | −0.01 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -99.5% | 0.00% | −0.01 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -55.7% | 0.01% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -33.5% | 0.02% | −0.01 |
| TGT Target Corp. | Reduce -16.3% | 0.02% | −0.01 |
| DELL Dell Technologies -C | Reduce -68.8% | 0.00% | −0.01 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.00 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| META Meta Platforms Inc. Class A | Add +3.5% | 14.12% | +2.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +73.4% | 0.57% | +0.33 |
| UBER Uber Technologies Inc. | Add +4.2% | 1.00% | +0.32 |
| WMT Walmart Inc. | Add +14.7% | 1.05% | +0.24 |
| AMGN Amgen Inc. | Add +31.7% | 0.43% | +0.20 |
| MU Micron Technology Inc. | Add +22609.8% | 0.16% | +0.16 |
| ARM Arm Holdings PLC-ADR | Add +802.3% | 0.12% | +0.11 |
| IUSG iShares Core S&P U.S. Growth | New | 0.08% | +0.08 |
| RTX RTX Corp. | Add +18.6% | 0.20% | +0.07 |
| BA The Boeing Co. | Add +116.5% | 0.11% | +0.07 |
| SLV iShares Silver Trust | Add +36.1% | 0.14% | +0.06 |
| BKNG Booking Holdings Inc. | New | 0.06% | +0.06 |
| NVDL Granitesh 2X LNG Nvda ETF | Add +95.9% | 0.26% | +0.06 |
| IVV iShares Core S&P 500 ETF | New | 0.05% | +0.05 |
| ABBV Abbvie Inc. | Add +3.8% | 0.17% | +0.05 |
| COFS Choiceone Financial SVCS Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +131.0% | 0.11% | +0.05 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +146.1% | 0.07% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +12700.0% | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +13.8% | 0.09% | +0.03 |
| AVGO Broadcom Inc. | Add +21.0% | 1.76% | +0.03 |
| CMC Commercial Metals Co. | Add +3.7% | 0.24% | +0.03 |
| VXF Vanguard Extended Market ETF | New | 0.03% | +0.03 |
| BSV Vanguard Short-Term Bond ETF | Add +156800.0% | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +91.0% | 0.03% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.13% | +0.02 |
| IVW iShares S&P 500 Growth ETF | New | 0.02% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| WTV Wisdomtree U.S. Value Fund | New | 0.01% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +117200.0% | 0.01% | +0.01 |
| XSMO Invesco S&P Smallcap Momentu | New | 0.01% | +0.01 |
| XMMO Invesco S&P Midcap Momentum | New | 0.01% | +0.01 |
| CEG Constellation Energy | Add +142.7% | 0.02% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.01% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.01% | +0.01 |
| HD Home Depot Inc. | Add +16.3% | 0.05% | +0.01 |
| JNK SS SPDR BB High Yield Bond | New | 0.01% | +0.01 |
| VEA Vanguard Ftse Developed ETF | New | 0.01% | +0.01 |
| C Citigroup Inc. | Add +278.2% | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +85.2% | 0.02% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.01% | +0.01 |
| BITO Proshares Bitcoin ETF-Usd | Add +22.9% | 0.06% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +10.9% | 0.05% | +0.01 |
| IJR iShares Core S&P Small-Cap E | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | New | 0.01% | +0.01 |
| COR Cencora Inc. | New | 0.01% | +0.01 |
| IYW iShares Ustechnology ETF | New | 0.01% | +0.01 |
| PFE Pfizer Inc. | Add +0.6% | 0.05% | +0.01 |
| IAU iShares Gold Trust | Add +30.4% | 0.01% | +0.00 |
| BIV Vanguard Intermediate-Term B | New | 0.00% | +0.00 |
Options Activity Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | call | Add +122.8% | 43,000 | $4.7M |
| AMZN Amazon.com Inc. | call | Reduce -50.6% | 7,700 | $1.5M |
| PLTR Palantir Technologies Inc. Class A | call | Reduce -55.2% | 6,500 | $549K |
| META Meta Platforms Inc. Class A | call | New | 800 | $461K |
| AVGO Broadcom Inc. | call | Add +100.0% | 1,000 | $167K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 451 | $758.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q1 2026 | 414 | $677.6M | NVDA, AMZN, META, MSFT, PLTR |
| Q4 2025 | 414 | $736.7M | NVDA, AMZN, META, MSFT, PLTR |
| Q3 2025 | 406 | $739.2M | NVDA, AMZN, META, MSFT, PLTR |
| Q2 2025 | 403 | $668.1M | NVDA, AMZN, META, MSFT, PLTR |
| Q1 2025 | 368 | $504.8M | NVDA, AMZN, META, MSFT, AAPL |
| Q4 2024 | 361 | $587.7M | NVDA, AMZN, META, MSFT, AAPL |
| Q3 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q2 2024 | 389 | $522.9M | NVDA, AMZN, MSFT, META, AAPL |
| Q1 2024 | 339 | $448.8M | NVDA, AMZN, MSFT, META, AAPL |